Meta (META) is a recent addition, and while the creator sees $650 as a fair value bottom, reaching $800 in the short term would be at the higher end of its valuation.
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Vistra ($VST) Power Play
The creator discusses Vistra Corporation (VST), a power company, highlighting the recent bullish sentiment driven by social media and political figures. The video aims to present the risks associated with the stock, contrasting with the prevailing optimism. Key points include Vistra's diverse power generation, a significant deal with Meta, and the risks of investing based on political disclosures rather than a solid thesis.
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UnitedHealth Group (UNH) has pulled back recently, but the creator believes it will reach $500-$600 per share over the next couple of years.
Oscar is the largest position in the creator's portfolio, currently up 122%, and they expect it to reach $35-$40 per share by year-end.
The creator discusses Vistra Corporation (VST) as a power play amidst bullish social media sentiment and political investment, but focuses on the risks and questions the basis of the bullishness.
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